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Food for Thought

Food for Thought. Thoughtful debate and insightful observations/ commentary on actions/events in financial markets, investments, societies, and governments around the world that impact our lives. Also Oxstone Team’s Global Investment Commentary and Best Investment Ideas.

The Winds of Market Change

From http://us.beyondbullsandbears.com/2012/09/10/the-winds-of-market-change/,  Franklin Templeton Investments site, As we cross the mid-way point of the year, you might say the equity […]

By Liu-Yue Lam | 17 Sep 12 | Also posted in Africa / Middle East, Asia, Eastern Europe, The Big Picture | Comments (0)

Rebalance the China Economy

I posted my old research piece – rebalance the China economy, which was written in 2010.  When I read the […]

By ZhongPan | 16 Sep 12 | Also posted in Asia, Finding Oxstones, Statistics, Stocks, The Big Picture, Trends, Patterns, Indicators | Comments (0)

Why Everybody’s Going to War in the Middle East

Everybody’s going to war but we don’t know what we are fighting for.” ~ Nerina Pallot, from “Everybody’s Gone to […]

By Aidualc | 13 Sep 12 | Also posted in Africa / Middle East, The Big Picture | Comments (0)

Oil Price Forecast 2012: 30% Chance WTI Tops Record $145

(IBT) The options market has a bullish view on oil prices this year. Levels of implied volatility in the options […]

By M Guliyev | 12 Sep 12 | Also posted in Commodities, Trends, Patterns, Indicators | Comments (0)

The Imperfect Balance Between Work and Life

by Rosabeth Moss Kanter You can have it all. It just won’t all be perfect. After years of observing individual […]

By Aidualc | 11 Sep 12 | Also posted in North America, The Big Picture | Comments (0)

Prepare For The Coming Housing Collapse: Part II

By Keith Jurow, Business Insider, In my last BUSINESS INSIDER article posted in May, I explained why a housing collapse […]

By Liu-Yue Lam | 10 Sep 12 | Also posted in North America, Real Estate, The Big Picture, Trends, Patterns, Indicators | Comments (0)

China Announces Massive £100bn Infrastructure Projects

(IBT) China has announced infrastructure projects worth one trillion yuan (£98.7b) sparking speculations of an economic revival in the world’s […]

By M Guliyev | 09 Sep 12 | Also posted in Asia, Commodities, Real Estate, The Big Picture, Trends, Patterns, Indicators | Comments (0)

Character, Policy and the Selection of Leaders

By George Friedman, Stratfor, The end of Labor Day weekend in the United States traditionally has represented the beginning of […]

By Liu-Yue Lam | | Also posted in North America | Comments (0)

The Russian Evolution

By Mark Mobius, mobius.blog.franklintempleton.com, It might be tempting to say “everything old is new again” in Russia, given the return […]

By Liu-Yue Lam | 07 Sep 12 | Also posted in Asia, Commodities, Eastern Europe, Stocks, The Big Picture | Comments (0)

Which USA do you work in?

When it comes to getting a job, the USA has bifurcated into two employment worlds, the digital world and the […]

By Aidualc | 06 Sep 12 | Also posted in North America, The Big Picture | Comments (0)